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What is PortfolioTrackr?

Whether it's stocks, ETFs, crypto, commodities, forex or futures, PortfolioTrackr keeps it on one screen for people who manage their own money. It reaches 100 exchanges and 100 currencies, from New York, London and Tokyo to Singapore, Mumbai, Dubai and Riyadh. Positions go in however suits you: say them, type them, screenshot a broker app, upload a CSV, or link a broker. Each one gets a target and a stop loss, with per-position and total profit and loss tracked. Alerts hit WhatsApp, Telegram, email or push when a target does. Also on board: dividend income forecasts, a benchmark check against the S&P 500, NASDAQ-100 or Gold, FIFO capital gains reports, and short position support. No ads, nobody buying your data, no algorithm deciding what you should buy. Think co-pilot, not autopilot. Native apps for iOS and Android, plus a full dashboard in a browser. Free for 3 days, then Starter is $9/month, Pro $19/month, or go Lifetime once. Every position, one dashboard, clear decisions.

What is Dion Portfolio Tracker?

Overseeing the performance of various investments while keeping everything organized for easy access can be a challenging and lengthy endeavor. Dion’s Portfolio Tracker presents an innovative approach that streamlines the management of investments across a variety of asset classes via a straightforward online platform. At present, many investors and financial advisors in India utilize Dion’s tools for Portfolio Tracking and Reporting to effectively manage and evaluate their assets in sectors such as equities, mutual funds, fixed deposits, loans, real estate, derivatives, borrowings, and commodities, among others. The Portfolio Tracker automatically aggregates all investments, enabling both investors and their relationship managers to seamlessly track investment performance with just a few clicks, available on any device from virtually anywhere at any time. Additionally, it delivers valuable, detailed reports that include transaction summaries organized by date, year, or industry, alongside annualized returns, significantly enhancing the user experience in investment management. This holistic strategy not only conserves valuable time but also equips investors with the necessary tools to make well-informed decisions about their financial futures. By simplifying the tracking process, Dion’s Portfolio Tracker fosters a more proactive approach to managing investments.

Media

Media

Integrations Supported

Stripe
Telegram
Twilio
WhatsApp

Integrations Supported

API Availability

API Availability

Pricing Information

$9/month
Free 3-day trial. No credit card required. Everything in Starter, with push, email, WhatsApp and Telegram alerts.

Starter: $9/month or $99.99/year. Live prices, P&L, dividends, email, WhatsApp and Telegram alerts. 1 portfolio. Watchlist (10 tickers). Smart import (voice, text, screenshot, CSV, Excel or PDF)

Pro: $19/month or $199/year. Everything in Starter, plus Snaptrade broker connection, AI analysis, SMS alerts worldwide, and up to 5 portfolios.

Lifetime: $299 once. Everything in Pro. Unlimited portfolios. No recurring charge.
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Linux

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

PortfolioTrackr

Date Founded

2026

Company Location

United Arab Emirates

Company Website

portfoliotrackr.com

Company Facts

Organization Name

Dion Global Solutions

Date Founded

1994

Company Location

India

Company Website

www.dionglobal.com/portfolio-tracker.html

Categories and Features

Stock Portfolio Management

For Investment Advisors
For Traders
Risk Management

Categories and Features

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